AWM
Aspire Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $491K | Buy |
4,790
+998
| +26% | +$102K | 0.26% | 62 |
|
|
2024
Q2 | $368K | Buy |
3,792
+568
| +18% | +$55.1K | 0.21% | 74 |
|
|
2024
Q1 | $355K | Buy |
3,224
+58
| +2% | +$6.38K | 0.21% | 73 |
|
|
2023
Q4 | $281K | Buy |
3,166
+286
| +10% | +$25.4K | 0.19% | 77 |
|
|
2023
Q3 | $232K | Buy |
2,880
+490
| +21% | +$39.5K | 0.18% | 84 |
|
|
2023
Q2 | $193K | Buy |
2,390
+1,181
| +98% | +$95.3K | 0.15% | 90 |
|
|
2023
Q1 | $88.7K | Buy |
1,209
+835
| +223% | +$61.3K | 0.07% | 114 |
|
|
2022
Q4 | $25.8K | Buy |
+374
| New | +$25.8K | 0.02% | 138 |
|